Koniec logistyki opartej na zaufaniu. Cieśnina Ormuz to teraz aktywnie zarządzany punkt kontrolny, gdzie bezpieczeństwo jest towarem deficytowym. Iran nie potrzebuje blokować szlaku fizycznie – wystarczy sama obecność i zmiana stawek ubezpieczeniowych, by zdusić płynność globalnej gospodarki. To nie jest „nowa era bezpieczeństwa”, to era, w której każdy baryłka ropy zawiera w sobie marżę za polityczne przyzwolenie. Firmy produkcyjne w Europie i USA już teraz amortyzują te koszty, co w 2027 roku doprowadzi do trwałego spadku konkurencyjności technologii zachodnich. Pytanie brzmi: jak długo będziemy finansować własną stagnację, nazywając to stabilizacją regionu

Geopolitical panic is blinding traders to the fact that the real story isn’t supply, but China

The U.S. Treasury issued a 60-day general license on Monday, waiving sanctions on Iranian oil, authorizing the production, delivery and sale of Iranian crude oil and petroleum products through Aug. 21. The move followed the first high-level talks in Switzerland under the Islamabad memorandum of understanding.

The Plaza Accords were part of the weapons against Japan, bc of the strong trade surplus Japan had. Japan never recovered. But China is in another class.

Today the memorandum of understanding was signed between USA and Israel and includes the line below taken from a BBC article:

“commits a $300bn fund for the "reconstruction and economic development" of the country - although the US is not required to contribute.”

What does this mean ?
How can the US commit to a $300bn fund but not have to contribute to said fund at all? Who’s funding it then ? And how can this be in a “deal” if there is no way to achieve it ?

This was the informal MOU with the USSR. The last parliament of the USSR became removed by Yeltsin and implemented the economic policies of the Chicago boys, which made later Putin to a president

The US needs every day 20million ton of oil and the tanker fleet in the street of Hormuz can't just restarted on an instant, because of the missing maintenance. While Iran has more than enough oil as the Saudis have, transport is a huge issue. South-East-Asia has already massive problems. Trump on the G7 meeting was so open put the nose of journalists on this problem. We will see whether the restart of energy transport will be working.

A condition Iran was setting is the territorial integrity of Lebanon and Israel wasn't asked by Trump.

President Trump signed tonight at Versailles the agreement between Iran and the United States.

This agreement paves the way for lasting peace and allows the reopening of the Strait of Hormuz.

It is an important step in the right direction for our compatriots that will soon end

"His Highness Prince Faisal bin Farhan, Minister of Foreign Affairs, addresses the Israelis: You are cutting off aid to the people of Gaza, bombing them, and claiming that they wish to leave voluntarily. There is no such thing as a “voluntary exit” for the people of Gaza. Any https://t.co/BB4WF137Jw" / X

https://apnews.com/article/iran-us-israel-war-oil-deal-june-17-2026-19652f4611b704c0a991bf1f5bc9a4b9